Nina Fahy is the Head of North American Natural Gas at Energy Aspects. Her work at Energy Aspects centres on enhancing the fundamentals analysis of the U.S., Canadian and Mexican markets. Prior to joining Energy Aspects, Nina worked as a North American gas analyst for PIRA for eight years, where she analysed near-term supply and demand fundamentals. Previously, she worked in the institutional investment management practice at Greenwich Associates in Greenwich, CT. Nina is a summa cum laude graduate from Tufts University with a BA in political science and Russian and East European studies. She also holds an MS in Political Science from the Massachusetts Institute of Technology. She is a member of Phi Beta Kappa.
Thursday’s EIA report (week ended 17 Aug) – EA Final Estimate: +47 bcfWe forecast Thursday’s EIA report will show an injection of 47 bcf. Heat dissipated in the Northeast and southern California in the reference week, causing a 15% w/w decline in population-weighted cooling degree days (CDDs) and..
Today’s report (week ended 10 Aug): EIA: +33 bcf, EA: +29 bcfToday’s print came in higher than consensus expectations of a high 20s bcf build. Notably, withdrawal activity continues to be strong in the South Central. Our ‘true-up’ to EIA was balanced across our S&D model as indications are st..
Thursday’s EIA report (week ended 10 Aug) – EA Final Estimate: +29 bcfWe forecast Thursday’s EIA report will show an injection of 29 bcf, down by 17 bcf w/w as power burn soared by 2.9 bcf/d w/w to 38.7 bcf/d. Heat in the Northeast drove the spike in gas power demand, with high temperatures of mo..
Today’s report (week ended 3 Aug): EIA: +46 bcf, EA: +44 bcfThis week’s print was in line with consensus, breaking a three-week streak of below-expectation builds. To match up with today’s report, we downwardly adjusted power demand to 35.8 bcf/d.Next Thursday’s report (week ending 10 Aug): EA pr..